AWM
RMI

Apollon Wealth Management’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Apollon Wealth Management’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Hold
19,535
– – ﹤0.01% 1129
2025
Q4 		$280K Sell
19,535
-5,000
-20% -$72.7K ﹤0.01% 1091
2025
Q3 		$359K Hold
24,535
– – 0.01% 975
2025
Q2 		$350K Hold
24,535
– – 0.01% 952
2025
Q1 		$366K Buy
24,535
+13,850
+130% +$214K 0.01% 873
2024
Q4 		$161K Buy
+10,685
New +$170K ﹤0.01% 1119

Other funds holding RMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Apollon Wealth Management's RMI Position: Q1 2026 in Review

Apollon Wealth Management held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q1 2026 at 19,535 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Apollon Wealth Management first reported a position in RMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 25 funds tracked by Wall St. Rank hold RMI as of Q1 2026.

  • Apollon Wealth Management held 19,535 shares of RiverNorth Opportunistic Municipal Income Fund worth $294K as of Q1 2026.
  • Apollon Wealth Management left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q1 2026.
  • RiverNorth Opportunistic Municipal Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1129 holding.
  • Apollon Wealth Management first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Apollon Wealth Management's RiverNorth Opportunistic Municipal Income Fund position peaked at $366K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.